Hughes Financial Services’s iShares iBonds Dec 2027 Term Muni Bond ETF IBMP Stock Holding History

Hughes Financial Services’s Portfolio IBMP Stock Details IBMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	8,270 +720	+10%	+$18.3K	0.03%	83
2026 Q1	$192K	Hold	7,550	–	–	0.03%	82
2025 Q4	$192K	Hold	7,550	–	–	0.03%	80
2025 Q3	$191K	Hold	7,550	–	–	0.03%	78
2025 Q2	$192K	Buy	7,550 +409	+6%	+$10.3K	0.03%	72
2025 Q1	$180K	Buy	+7,141	New	+$180K	0.04%	74

Other funds holding IBMP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hughes Financial Services's IBMP Position: Q2 2026 in Review

Hughes Financial Services increased its iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) stake by 9.5% in Q2 2026, buying an estimated $18.3K and bringing the position to 8,270 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #83.

Hughes Financial Services first reported a position in IBMP in Q1 2025 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold IBMP as of Q2 2026.

Hughes Financial Services held 8,270 shares of iShares iBonds Dec 2027 Term Muni Bond ETF worth $210K as of Q2 2026.
Hughes Financial Services bought 720 iShares iBonds Dec 2027 Term Muni Bond ETF shares in Q2 2026, an estimated $18.3K.
iShares iBonds Dec 2027 Term Muni Bond ETF made up 0.03% of Hughes Financial Services's portfolio in Q2 2026, its #83 holding.
Hughes Financial Services first reported a position in iShares iBonds Dec 2027 Term Muni Bond ETF in Q1 2025 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Muni Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.